Our Mission

We help business owners accelerate retirement and reduce the tax burden with innovative tax-efficient Cash Balance plans. We empower financial advisors, Third Party Administrators and other retirement professionals with education, tools, training, support and back-office solutions to grow their businesses with Cash Balance plans.

Advisors: Looking to Grow Your Business?

Third Party Administrators: Partner With Kravitz

Cash Balance Learning Resources

Our website offers a wide range of educational resources, articles, reports and web-based training materials to help business owners and retirement industry professionals learn about Cash Balance retirement plans. We invite you to sign up for email updates and contact us with questions.